O'Reilly Automotive, Inc. (NASDAQ:ORLY)

AZO's cash flow producing twin. Why not have both?

O'Reilly's business model of striving to be the top player in auto parts, combined with new store openings, recent acquisitions, growing product lines, and ambitious sales goals shows that ORLY will be a top competitor in the segment for years to come.

Nasdaq in maximums.

Effects of the Great Recession on the after market parts market are finally showing signs of reversing and the mild winter is causing less part breakage which is not so good for the parts retailers.

There is some useful research out from Stifel Nicolaus & Co. on this topic.

I'm betting that this isn't a one off profit warning due to one sour quarter, but the beginning of a larger trend toward sustained lower demand for replacement parts.

O'Reily Automotive, Inc. has had a strong showing during a weak economy. As the economy struggles to turn around, many people may find themselves keeping their older cars longer rather then burdening themselves with a new car payment in unsure times. This means more shade-tree mechanical services and more parts being purchased. A good thing for a strong auto parts company for at least several years..

it going to 100 plus deep pockets & somehow the Walton family is a Investor as well , sales keep going up

More people are keeping their aging vehicles on the road longer than in the past. The average age of the domestic automobile driven on U.S. roads is 10.8 years, this bodes well for auto suppliers and independent auto maintenance shops.who will keep these cars running.

Part of the auto sales cycle again

Agree with logic that more people holding onto their vehicles longer. Not sure how profitable or popular the diy auto repair is but a 50/50 split between commercial/consumer users sounds like a well diversified auto buisness for a recession.

Star10aaa & MystFund10%x

If you can't afford to buy a new car or get the financing you will have to fix your old one. I am betting on more of the latter for the near future.

This companys strong market stratagy in achieving a 50/50 retail/wholesale will dominate the market. With the addition of a very large distribution center in the seatle area that will be opening in November and the additional parts inventory currently being added to all of the recently converted csk stores o'reilly automotive will not only outperform the s&p but is on the right track to outperform and dominate all the other aftermarket autopart retailers. They have wisely added additional payrol to their stores to match the added inventory and this is already starting to pay off in even beter customer service.

O'reilly should benefit from the reduction in new car sales causing more car repairs. This near term performance is already built into the stock price. At the end of the day though, O'reilly is a retailer. They are a retailer with an enterprise value to revenue ratio of 1.2. Typical EV/rev ratios for retailers hover around 0.5. Sell.

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

fool

Company highlighted in Jason Jennings' book "Think big, act small"

always does

Google the phrase Zacks Releases Four Powerful ''Buy'' Stocks, if you trust Zacks these may return at or near 26%

Strong growing company that is this economy will be a great buy.